SK
Steve L. Kuhlman
SHEPHERD FINANCIAL PARTNERS
Winchester, MA 01890
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CRD#: 2932993
SK
Professional summary
Steve Lee Kuhlman, CPWA®, who also goes by Steven Lee Kuhlman, is a registered financial advisor currently at SHEPHERD FINANCIAL PARTNERS, LLC located in Winchester, Massachusetts and LPL FINANCIAL LLC located in Winchester, Massachusetts.
Steve is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1997. Steve has worked at 3 firms and has passed the Series 63, Series 65, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Steven Lee Kuhlman
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
(1) 08/26/2016: Shepherd Financial Partners - Registered Investment Advisor Hybrid - DBA: (Hybrid) Shepherd Financial Partners - Investment Related - Start 12/01/2015 - 160 Hr/Mo; 6 Hours During Securities Trading; 100% Time Spent - I provide investment advisory services through Shepherd Financial Partners, an independent investment advisor firm. I started this business activity in 5/17/16. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm�s Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. (2) 6/15/2017: Shepherd Financial Partners, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 11/09/2015 - 160 Hours Per Month During Securities Trading - Time Spent 100% - I provide investment advisory services through Shepherd Financial Partners, LLC, an independent investment advisor firm. I started this business activity in June 2017. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. (3) 1/28/2021 - C&C LLC - Investment Related - Warren Vermont 05674 - Real Estate Rental - Started 11/10/2020 - 1 Hour Per Month/0 Hours During Securities Trading (4) 01/04/2024 - Other - Notary Public - Notary Public - Investment Related - At Reported Business Location(s) - Start Date 12/30/2021 - 1 Hour Per Month/ During Trading (5) 03/15/2024 - Lead Surge LLC - For-Profit Board Member - Advisor - Not Investment Related - 45 Shawmut Road, Canton, MA 02021 - Start Date 02/01/2024 - 1 Hour Per Month/ 0 Hours During Trading (6) 06/11/2024 - Real Estate Rental - Investment Related - Sanibel, FL - Start Date 01/04/2024 - 1 Hour Per Month/ 0 Hours During Trading (7) NAME OF OBA: SHEPHERD FINANCIAL PARTNERS; ADDRESS OF OBA: WINCHESTER, MA 01890; NATURE: SELLING FIXED LIFE INSURANCE; INVESTMENT-RELATED: NO; DUTIES: SELLING FIXED LIFE INSURANCE; START DATE: JULY 2019; APPROX. NUMBER OF HOURS/MONTH: 1-2; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 1-2
CRS (Client Relationship Summary) - RIA
Click below to view Steve Lee Kuhlman's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
Experience
Current
November 10, 2015 - Present
SHEPHERD FINANCIAL PARTNERS, LLC
Office #1: 1004 Main Street, Winchester, MA 01890RIA
CRD#: 169093
Winchester, MA
Current
June 13, 2016 - Present
LPL FINANCIAL LLC
Office #1: 1004 Main Street, Winchester, MA 01890RIA
BD
CRD#: 6413
Winchester, MA
Past
September 30, 1997 - December 13, 2005
FIDELITY DISTRIBUTORS COMPANY LLC
BD
CRD#: 17507
SMITHFIELD, RI
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SF
SHEPHERD FINANCIAL PARTNERS, LLC
SHEPHERD FINANCIAL PARTNERS, LLC | SPECIAL NEEDS FINANCIAL PLANNING
CRD#: 169093 / SEC#: 801-106533
RIA
Registered Investment Advisory firm - (8/24/2015 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Florida(3/19/2025)
IAR
Massachusetts(11/10/2015)
RR
Massachusetts(7/25/2016)
RR
New Hampshire(7/30/2025)
IAR
Texas(12/21/2022)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
SF
SHEPHERD FINANCIAL PARTNERS, LLC
SHEPHERD FINANCIAL PARTNERS, LLC | SPECIAL NEEDS FINANCIAL PLANNING
CRD#: 169093 / SEC#: 801-106533
RIA
Registered Investment Advisory firm - (8/24/2015 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1004 Main Street, Winchester, MA 01890
Mailing Address
Phone number
(781) 756-1804
Established
Firm type
Fiscal year end
# of Employees
21
SEC notice filing (17 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,779 |
| AUM (Assets Under Management) | $ 1,138,180,837 |
Red Flags
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Company Information
SHEPHERD FINANCIAL PARTNERS, LLC
CRD#: 169093Winchester, MA 01890TRUST BUT VERIFY
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